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Financial Pro Forma Template

Pro forma financial statements often include several years of financial projections. Occasionally investors will ask for more or less, but we recommend starting with three years.
 
At a minimum, most pro formas will follow the “three statement model,” which includes:
 

  1. P&L statement (net profit/loss)
  2. Balance sheet
  3. Statement of cash flows

 
Download Carta’s free sample financial pro forma to get a first look at the typical format and concepts. This is an illustrative example only and is not customized to your company’s business model.

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DISCLAIMER: This tool is provided for your informational purposes only by eShares, Inc. dba Carta, Inc. (“Carta”). Carta does not provide legal, tax, or financial advice, and the use of this resource is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. USE OF THIS TOOL IS ENTIRELY AT YOUR OWN RISK, AND CARTA ASSUMES NO LIABILITY FOR THE USE OF OR RELIANCE ON THIS TOOL. Carta provides no assurances of this tool’s applicability or accuracy with respect to your particular circumstances. This tool is provided “as is” without warranty of any kind, either express, implied, or statutory, including without limitation, warranties of merchantability, fitness for a particular purpose, satisfactory purpose, title or noninfringement. Some jurisdictions do not allow the exclusion of implied warranties, so these exclusions may not apply to you.